The PRIME VALUES Income is a balanced fund, which focuses on achieving current income and long-term capital growth.
It is fully given preference to long-term, continuous as possible increase in value of fund assets instead of achieving quick trading profits in highly volatile investments with short-term target horizon.

Investment strategy

Investment globally in bonds and equities. During the process of selecting stocks, focus is put on securities of companies with highly attractive market opportunities, a first-class management team and very solid balance and profit profile sheet.
Moreover, it is strictly paid attention that the assets are of companies
with a commercial policy that shows the best possible environmental
performance and compliance with recognized high ethical and moral
principles.

Investment process

When distributing the investments, it is paid attention on a balanced and adjusted to the particular investment situation proportioning of profit-oriented and capital growth oriented investment instruments. In the selection of the bonds, the emphasis is placed on those of top borrowers (investment grade). Initiator and fund's investment adviser is Hauck & Aufhäuser (Switzerland) AG in Zurich.

Positive criteria

High ethical awareness and responsibility; good product and business ecology; Transparency, among others